Wbi Investments, Inc. Reduced Holdings in Q1 2025

Wbi Investments, Inc.

  • $358 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLI
Mueller Industries Inc

Industrials
-57K
- 94.0%
$76.14 - $82.67 $4.34M - $4.72M
3.64K $277K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-105K
- 52.62%
$34.5 - $38.9 $3.62M - $4.08M
94.4K $3.27M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-50.5K
- 44.51%
$50.25 - $55.9 $2.54M - $2.82M
63K $3.24M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-84.7K
- 9.29%
$29.07 - $31.16 $2.46M - $2.64M
827K $24.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-12.4K
- 39.51%
$161.03 - $235.53 $2M - $2.92M
19K $3.15M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-49.7K
- 48.52%
$41.0 - $48.93 $2.04M - $2.43M
52.8K $2.28M
RMD
Resmed Inc

Healthcare
-8.17K
- 52.34%
$219.7 - $257.65 $1.8M - $2.11M
7.44K $1.67M
ALL
Allstate Corp

Financial Services
-9.92K
- 88.77%
$180.99 - $210.18 $1.8M - $2.09M
1.26K $259K
V
Visa Inc.

Financial Services
-6.14K
- 77.13%
$306.92 - $362.71 $1.89M - $2.23M
1.82K $638K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-11.2K
- 76.12%
$157.71 - $180.77 $1.77M - $2.03M
3.52K $565K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-24.7K
- 60.22%
$64.6 - $69.89 $1.59M - $1.72M
16.3K $1.07M
KMI
Kinder Morgan, Inc.

Energy
-64.2K
- 50.68%
$26.1 - $31.22 $1.68M - $2M
62.5K $1.78M
FTSL
First Trust Senior Ln Fund

ETFs
-31.9K
- 82.89%
$45.65 - $46.48 $1.46M - $1.48M
6.58K $300K
M
Macy'S, Inc.

Consumer Cyclical
-68K
- 53.23%
$12.56 - $16.82 $854K - $1.14M
59.7K $750K
CRM
Salesforce, Inc.

Technology
-3.94K
- 77.81%
$268.36 - $359.95 $1.06M - $1.42M
1.13K $301K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-12.8K
- 86.46%
$100.59 - $103.47 $1.29M - $1.33M
2.01K $208K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-5.96K
- 59.14%
$157.11 - $206.52 $937K - $1.23M
4.12K $692K
BR
Broadridge Financial Solutions, Inc.

Technology
-5.35K
- 77.98%
$221.46 - $244.83 $1.19M - $1.31M
1.51K $366K
VRSK
Verisk Analytics, Inc.

Industrials
-4.62K
- 50.92%
$268.63 - $301.33 $1.24M - $1.39M
4.45K $1.32M
SPGI
S&P Global Inc.

Financial Services
-2.36K
- 65.14%
$478.26 - $543.77 $1.13M - $1.28M
1.26K $641K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.68K
- 29.14%
$190.26 - $242.06 $701K - $892K
8.96K $1.7M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-46.2K
- 53.07%
$22.27 - $22.65 $1.03M - $1.05M
40.9K $913K
NOW
Service Now, Inc.

Technology
-879
- 72.29%
$783.83 - $1170.39 $689K - $1.03M
337 $268K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-20.1K
- 76.2%
$42.3 - $53.69 $850K - $1.08M
6.27K $326K
SJM
J M Smucker CO

Consumer Defensive
-8.08K
- 62.89%
$100.41 - $118.41 $812K - $957K
4.77K $564K
WHR
Whirlpool Corp

Consumer Cyclical
-4.15K
- 24.21%
$88.58 - $133.14 $368K - $553K
13K $1.17M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.3K
- 77.65%
$53.6 - $58.97 $711K - $782K
3.82K $209K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-15.1K
- 44.99%
$51.6 - $53.93 $777K - $813K
18.4K $993K
KLAC
Kla Corp

Technology
-1.21K
- 71.4%
$636.62 - $777.63 $771K - $942K
485 $329K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-31.9K
- 74.13%
$20.7 - $21.15 $660K - $674K
11.1K $230K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-21.8K
- 39.32%
$25.93 - $29.28 $566K - $640K
33.7K $915K
MA
Mastercard Inc

Financial Services
-1.23K
- 71.79%
$504.67 - $576.31 $623K - $711K
485 $265K
PFE
Pfizer Inc

Healthcare
-18.6K
- 14.44%
$25.01 - $27.13 $465K - $504K
110K $2.79M
CVX
Chevron Corp

Energy
-4.76K
- 48.5%
$146.71 - $167.97 $699K - $800K
5.06K $845K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-9.96K
- 58.21%
$45.03 - $48.14 $449K - $480K
7.15K $330K
UHS
Universal Health Services Inc

Healthcare
-2.62K
- 65.63%
$163.99 - $193.27 $430K - $507K
1.37K $257K
BEN
Franklin Resources Inc

Financial Services
-17.8K
- 17.21%
$18.92 - $22.24 $336K - $395K
85.4K $1.64M
AMP
Ameriprise Financial Inc

Financial Services
-778
- 52.28%
$472.29 - $575.13 $367K - $447K
710 $343K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.62K
- 6.6%
$51.45 - $58.51 $186K - $212K
51.2K $2.65M
CFG
Citizens Financial Group Inc

Financial Services
-6.92K
- 30.6%
$39.73 - $48.36 $275K - $335K
15.7K $643K
VRT
Vertiv Holdings CO

Industrials
-3.54K
- 49.7%
N/A
3.58K $310K
DINO
Hf Sinclair Corp

Energy
-6.02K
- 12.44%
$30.66 - $38.48 $185K - $232K
42.4K $1.39M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-1.36K
- 44.88%
$217.62 - $242.36 $296K - $330K
1.67K $377K
OMF
One Main Holdings, Inc.

Financial Services
-4.3K
- 19.45%
$45.35 - $58.06 $195K - $250K
17.8K $871K
CNHI
Cnh Industrial N.V.

Industrials
-25.2K
- 27.81%
N/A
65.3K $680K
COLB
Columbia Banking System, Inc.

Financial Services
-6.66K
- 17.84%
$23.89 - $28.84 $159K - $192K
30.7K $765K
GILD
Gilead Sciences, Inc.

Healthcare
-7.27K
- 24.93%
$89.14 - $117.41 $648K - $853K
21.9K $2.45M
TNL
Travel & Leisure Co.

Consumer Cyclical
-2.55K
- 19.17%
$46.29 - $57.86 $118K - $147K
10.7K $497K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.83K
- 12.93%
$25.69 - $26.89 $227K - $237K
59.5K $1.6M
Activity Summary
Buys All Purchases 155 New Holdings 108 Increased Positions 47 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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